AIM
Anchor Investment Management Portfolio holdings
AUM $1.07B
This Quarter Return
+0.49%
1 Year Return
+9.94%
3 Year Return
+31.13%
5 Year Return
+125.71%
10 Year Return
–
AUM
$1.07B
AUM Growth
+$514K (+0.1%)
Cap. Flow
+$7.77M
Cap. Flow % of AUM
0.72%
Top 10 Holdings %Top 10 Hldgs %
23.15%
Holding
1,060
New
37
Increased
216
Reduced
181
Closed
20
Top Buys
| 1 | $18.9M | |
| 2 | $2.04M | |
| 3 | $1.46M | |
| 4 | $1.3M | |
| 5 | $923K |
Top Sells
| 1 | $20.2M | |
| 2 | $1.22M | |
| 3 | $1.14M | |
| 4 | $1.08M | |
| 5 | $890K |
Sector Composition
| 1 | Technology | 14.68% |
| 2 | Financials | 13.5% |
| 3 | Healthcare | 11.48% |
| 4 | Industrials | 7.73% |
| 5 | Consumer Staples | 6.52% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $214K | 0.02% | 2,850 | – | – | |||
| $214K | 0.02% | 3,653 +126 | +4% | +$7.37K | |||
| $210K | 0.02% | 917 | – | – | |||
| $209K | 0.02% | 1,329 | – | – | |||
| $206K | 0.02% | 367 -33 | -8% | -$18.5K | |||
| $206K | 0.02% | 4,901 | – | – | |||
| $204K | 0.02% | 2,530 | – | – | |||
| $203K | 0.02% | 13,500 | – | – | |||
| $202K | 0.02% | 2,441 | – | – | |||
| $201K | 0.02% | 1,177 +21 | +2% | +$3.59K | |||
| $201K | 0.02% | 1,197 -25 | -2% | -$4.2K | |||
| $196K | 0.02% | 1,375 | – | – | |||
| $196K | 0.02% | 410 | – | – | |||
| $193K | 0.02% | 5,504 -210 | -4% | -$7.36K | |||
| $191K | 0.02% | 4,092 | – | – | |||
| $191K | 0.02% | 3,841 +13 | +0.3% | +$645 | |||
| $190K | 0.02% | 312 | – | – | |||
| $188K | 0.02% | +4,928 | New | +$188K | |||
| $186K | 0.02% | 1,234 | – | – | |||
| $186K | 0.02% | 1,983 | – | – | |||
| $185K | 0.02% | 4,700 | – | – | |||
| $183K | 0.02% | 419 | – | – | |||
| $182K | 0.02% | 3,000 | – | – | |||
| $182K | 0.02% | 859 -70 | -8% | -$14.8K | |||
| $182K | 0.02% | 2,558 +1 | +0% | +$71 |
